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Name Holding Trade Value Shares
Change
Change in
Stake
BLC
726
Brown, Lisle/Cummings
Rhode Island
$1.9K +$1.73K +75 New
BFS
727
Bare Financial Services
Pennsylvania
$1.88K +$1.71K +74 New
DWM
728
Darwin Wealth Management
Florida
$1.69K – – –
T
729
Transce3nd
Texas
$1.4K – – –
GWSA
730
Global Wealth Strategies & Associates
Colorado
$1.4K +$1.27K +55 New
BWAM
731
Boyd Watterson Asset Management
Ohio
$1.27K – – –
AWM
732
Abound Wealth Management
Tennessee
$1.25K -$254 -11 -18%
DIP
733
DT Investment Partners
Pennsylvania
$1.02K – – –
NI
734
NCP Inc
California
$1.02K – – –
WTFG
735
Wood Tarver Financial Group
Idaho
$1.02K – – –
NEWAS
736
N.E.W. Advisory Services
Wisconsin
$1.02K +$924 +40 New
SC
737
Stephens Consulting
Michigan
$1.02K +$924 +40 New
OW
738
Olistico Wealth
Oklahoma
$914 +$832 +36 New
FCAS
739
First Command Advisory Services
Texas
$889 +$809 +35 New
NMG
740
New Millennium Group
Utah
$777 – – –
WAM
741
WFA Asset Management
Wisconsin
$686 -$739 -32 -80%
NL
742
NVWM LLC
Pennsylvania
$634 – – –
HWA
743
HHM Wealth Advisors
Tennessee
$254 – – –
HHGA
744
Halbert Hargrove Global Advisors
California
$254 +$231 +10 New
SWIM
745
Smallwood Wealth Investment Management
New Jersey
$253 +$231 +10 New
DF
746
Dunhill Financial
United Kingdom
$127 -$116 -5 -50%
CSB
747
City State Bank
Iowa
$127 – – –
WBC
748
West Branch Capital
Massachusetts
$98 – – –
Citadel Advisors
749
Citadel Advisors
Florida
– -$32.6M -1,410,856 Closed
MNA
750
Manning & Napier Advisors
New York
– -$20.5M -968,813 Closed